GDL

GDL Fund
GDL

Overview Fund Activity

27 hedge funds and large institutions have $42.7M invested in GDL Fund in 2024 Q4 according to their latest regulatory filings, with 3 funds opening new positions, 11 increasing their positions, 6 reducing their positions, and 1 closing their positions.

Holders
27
Holders Change
+2
Holders Change %
+8%
% of All Funds
0.36%
Holding in Top 10
1
Holding in Top 10 Change
+1
Holding in Top 10 Change %
%
% of All Funds
0.01%
New
3
Increased
11
Reduced
6
Closed
1
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.8M
2
IAA
2
Independent Advisor Alliance
North Carolina
$4.92M
3
GI
3
GAMCO Investors
Connecticut
$3.54M
4
Wells Fargo
4
Wells Fargo
California
$475K
5
Morgan Stanley
5
Morgan Stanley
New York
$2.13M

Top Sellers

1
LCM
1
Landscape Capital Management
New Jersey
$0
2
CA
2
Cornerstone Advisors
North Carolina
$1.52M
3
Susquehanna International Group
3
Susquehanna International Group
Pennsylvania
$151K
4
Kovitz Investment Group Partners
4
Kovitz Investment Group Partners
Illinois
$6.12M
5
BRWA
5
B. Riley Wealth Advisors
Florida
$398K
Name Market Value Shares Shares
Change 		Shares
Change %
GCIA
1
Gabelli & Co Investment Advisers
New York
$14.8M 1,846,636 +1,846,636 New
Kovitz Investment Group Partners
2
Kovitz Investment Group Partners
Illinois
$6.12M 763,640 -6,578 -0.9%
IAA
3
Independent Advisor Alliance
North Carolina
$4.92M 613,445 +613,445 New
GI
4
GAMCO Investors
Connecticut
$3.54M 441,040 +126,300 +40%
Morgan Stanley
5
Morgan Stanley
New York
$2.13M 265,339 +16,493 +7%
ZA
6
Zazove Associates
Nevada
$1.61M 200,522 – –
CA
7
Cornerstone Advisors
North Carolina
$1.52M 189,808 -11,179 -6%
Bank of America
8
Bank of America
North Carolina
$1.46M 181,708 +197 +0.1%
AA
9
Ancora Advisors
Ohio
$1.4M 174,626 – –
NA
10
NewEdge Advisors
Louisiana
$997K 124,322 +1,012 +0.8%
CL
11
CSS LLC
Illinois
$936K 116,648 – –
Envestnet Asset Management
12
Envestnet Asset Management
Illinois
$781K 97,327 +3,519 +4%
PAS
13
Park Avenue Securities
New York
$723K 90,208 +6,736 +8%
Wells Fargo
14
Wells Fargo
California
$475K 59,166 +29,423 +99%
BRWA
15
B. Riley Wealth Advisors
Florida
$398K 49,605 -4,456 -8%
SA
16
Sanctuary Advisors
Indiana
$187K 22,733 +412 +2%
Susquehanna International Group
17
Susquehanna International Group
Pennsylvania
$151K 18,853 -8,086 -30%
ICMP
18
Integrated Capital Management (Pennsylvania)
Pennsylvania
$139K 17,341 +139 +0.8%
BBPWM
19
Blue Bell Private Wealth Management
Pennsylvania
$102K 12,720 – –
PAG
20
Private Advisor Group
New Jersey
$96K 11,970 -557 -4%
Osaic Holdings
21
Osaic Holdings
Arizona
$91.2K 11,374 +9,307 +450%
UBS Group
22
UBS Group
Switzerland
$40.2K 5,008 +1,891 +61%
MSFP
23
Mark Sheptoff Financial Planning
Connecticut
$16K 2,000 – –
CFD
24
Creative Financial Designs
Indiana
$13.8K 1,717 – –
WAM
25
Wolverine Asset Management
Illinois
$6.05K 754 -1,651 -69%
1
2